The Financial Specialists
Financial Services • 
Cedar Rapids, Iowa, United States • 1-10 Employees
Company overview
| Headquarters | 425 2nd St. SE, 3rd Floor, Cedar Rapids, Iowa 52401, US |
| Phone number | +15137946794 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Insurance Planning, Retirement Funding, Financial Planning, College Funding, Wealth Strategies, Investment Solutions, Business Retirement Plans & Employee Benefits |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Key Contacts at The Financial Specialists
Morgan Less
Managing Director
Corrina Iler
Director Of Operations
The Financial Specialists Email Formats
The Financial Specialists uses 3 email formats. The most common is {first initial} (e.g., j@thefinancialspecialists.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@thefinancialspecialists.com | 50% |
{first initial}{last name} | jdoe@thefinancialspecialists.com | 50% |
About The Financial Specialists
We are an independent financial planning and benefits firm headquartered in Cedar Rapids, Iowa. Although our associates are located in the Midwest, we serve clients throughout the United States. We assist our clients in the process of setting and reaching their financial objectives. Our client-centered system utilizes various specialists to provide high quality products and services which meet the needs of our clients. Our firm is driven by the satisfaction of helping clients achieve their financial goals. It is our practice, our experience, and our commitment to creating value for our clients. Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 513-794-6794. Investment Advisory Services offered through O.N. Investment Management Company. The Financial Specialists Inc. is independently owned and operated.
The Financial Specialists revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Financial Specialists has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
The Financial Specialists has never raised funding before.
The Financial Specialists Tech Stack
Discover the technologies and tools that power The Financial Specialists's digital infrastructure, from frameworks to analytics platforms.
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France
Frequently asked questions
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